Welta × Wealth2B
Legal documents
for your investments.
Review the agreements and regulatory disclosures that apply to investment services accessed through Welta. Documents open as PDFs in your device’s document viewer.
Agreement · PDF
Investment Advisory Agreement
The terms and conditions governing the investment advisory relationship provided through Welta.
Open document Privacy · PDFPrivacy Notice
How personal information is collected, used, shared, and protected.
Open document Disclosure · PDFForm ADV Part 2A
Details about Wealth2B’s advisory services, fees, conflicts, and business practices.
Open document Disclosure · PDFCustomer Relationship Summary
A concise summary of services, fees, conflicts, and the client relationship.
Open documentBefore you continue
Important information.
Investing involves risk, including possible loss of principal. Read each document carefully and use the support channels available in the Welta application if you have questions.